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Client Services Associate Jobs in Milwaukee WI

Entry Level Client Relations Associate

Entry Level Client Relations Associate

Crown Legacy Limited • Milwaukee (WI)

On-site
USD 42,000 - 54,000
Competitive compensation package
Paid training & development
Career advancement opportunities
+2
Client Services Associate

Client Services Associate

Claire Myers Consulting • Milwaukee (WI)

On-site
USD 50,000 - 65,000
Wealth Client Services Associate – Operations Lead

Wealth Client Services Associate – Operations Lead

Claire Myers Consulting • Milwaukee (WI)

On-site
USD 50,000 - 65,000
Client Experience Specialist – Financial Services

Client Experience Specialist – Financial Services

100 Raymond James & Associates, Inc. • Goerke's Corners (WI)

On-site
USD 42,000 - 65,000
Licensed Client Services Specialist

Licensed Client Services Specialist

Thrivent • Town of Germantown (WI)

On-site
USD 60,000 - 70,000
Health insurance premium reimbursement
Paid Time Off (PTO)
Volunteer Time Off (VTO)
+1
Client Associate

Client Associate

UBS • Town of Brookfield (WI)

On-site
USD 35,000 - 52,000
Client Relations Associate — Growth & Leadership Path

Client Relations Associate — Growth & Leadership Path

Crown Legacy Limited • Milwaukee (WI)

On-site
USD 42,000 - 54,000
Competitive compensation package
Paid training & development
Career advancement opportunities
+2
Client Service Associate

Client Service Associate

Elevare Branding • Milwaukee (WI)

On-site
USD 40,000 - 55,000
Competitive salary
Opportunities for professional growth
Ongoing training and skill development
+2
Investment Client Services Associate – Grow in Finance

Investment Client Services Associate – Grow in Finance

Waukesha State Bank • Waukesha (WI)

On-site
USD 42,000 - 54,000
Client Service Associate

Client Service Associate

Raymond James, Inc. • Waukesha (WI)

On-site
USD 42,000 - 56,000
Medical, dental, and vision coverage
Paid time off
Retirement plan
Wealth Management Client Associate: Grow with Advisors

Wealth Management Client Associate: Grow with Advisors

RBC • Delafield (WI)

On-site
USD 52,000 - 78,000
Total Rewards Program
Flexible benefits
Coaching and development
+3
Client Services Specialist for Financial Advisors

Client Services Specialist for Financial Advisors

Raymondjames • Waukesha (WI)

On-site
USD 50,000 - 65,000
Benefits package
Senior Client Service Lead – Wealth Management

Senior Client Service Lead – Wealth Management

Wealth Enhancement Group, LLC • Milwaukee (WI)

On-site
USD 60,000 - 70,000
Medical, dental and vision coverage
401k with match
Paid time off and holidays
+4
Client Success & Agency Operations Coordinator

Client Success & Agency Operations Coordinator

The Lowe Group • Milwaukee (WI)

Hybrid
USD 42,000 - 54,000
Hybrid/Remote work
Client Services Associate (Unlicensed)

Client Services Associate (Unlicensed)

Waukesha State Bank • Waukesha (WI)

On-site
USD 42,000 - 54,000
Client Experience Lead - Wealth Management

Client Experience Lead - Wealth Management

Wealth Enhancement Group • Milwaukee (WI)

On-site
USD 60,000 - 70,000
Medical, dental, vision coverage
401k with match
Paid time off and holidays
+1
Client Service Associate

Client Service Associate

Raymondjames • Waukesha (WI)

On-site
USD 50,000 - 65,000
Benefits package
Financial Client Services Specialist

Financial Client Services Specialist

Raymond James, Inc. • Waukesha (WI)

On-site
USD 42,000 - 56,000
Medical, dental, and vision coverage
Paid time off
Retirement plan
Career Services Navigator & Advocate

Career Services Navigator & Advocate

Equus Workforce Solutions • Racine (WI)

On-site
USD 32,000 - 42,000
Relationship Banker: Service‑Driven & Tech‑Minded

Relationship Banker: Service‑Driven & Tech‑Minded

JPMorgan Chase • Kenosha (WI)

On-site
USD 42,000 - 65,000
Client Associate

Client Associate

RBC Capital Markets LLC • Delafield (WI)

On-site
USD 55,000 - 75,000
Total Rewards program with bonuses and
Flexible benefits
Coaching and development opportunities
+1
Customer Service Associate

Customer Service Associate

Market Value Inc. • Milwaukee (WI)

On-site
USD 32,000 - 42,000
Tax Associate

Tax Associate

Dovetailteam • City of Pewaukee (WI)

On-site
USD 55,000 - 65,000
Matching 401(k)
Group Life
Short-Term Disability
+3
Senior Luxury Sales Associate — Clienteling Pro

Senior Luxury Sales Associate — Clienteling Pro

Tapestry, Inc. • Johnson Creek (WI)

On-site
USD 30,000 - 50,000
Client-First Banking Associate

Client-First Banking Associate

Next Frontier Capital • City of Pewaukee (WI)

On-site
USD 42,000 - 54,000
Health insurance
Retirement plan
On-site wellness centers
+4